D D HACHAR CHARITABLE TRUST FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- D D HACHAR CHARITABLE TRUST FUND (EIN 74-2093680)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-08-02
- IRS object ID
- 202122149349100752
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-02T10:50:27-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760339066 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPTON & WENDLER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 FANNIN STREET SUITE 3275 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770101011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742093680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DD HACHAR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DDHA | BusinessNameControlTxt |
| Phone | 7138315691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 POST OAK BLVD FLOOR 18 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BBVA COMPASS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7138315691 | PhoneNum |
| Signature | 2021-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BBVA | PersonFirstNm |
| Person Last | COMPASS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN W WENDLER | PreparerPersonNm |
| PTIN | P00804505 | PTIN |
| Phone | 7136595080 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,723,454 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $82,495 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82,495 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,076 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9,763 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9,763 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$4,213 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $119,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,106,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,118 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $182,169 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $182,169 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $417,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $417,621 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,006 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,003 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,003 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,875 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,875 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,358 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,179 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,179 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $586 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $586 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,446 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $673,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $673,198 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $833,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $730,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$415,849 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $314,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,990 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $654,752 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,076,330 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,136,848 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,002,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,107,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,540,433 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,391,996 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,465,459 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,531,849 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,008,955 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,008,955 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,330,334 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,155,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,842,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,723,454 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $100,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,155,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,742,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,155,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,742,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,155,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,842,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,155,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$415,849 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,175 | OtherIncreasesAmt |
| Subtotal | $5,742,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,742,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $15,551 | $17,732 | -$2,181 | -$2,181 |
| PUBLICLY TRADED SECURITIES | P | $1,090,877 | $969,578 | $121,299 | $121,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,118 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $772 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BBVA COMPASS | IndividualWithBooksNm |
| Phone | 7138315691 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 POST OAK BLVD FLOOR 18 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BBVA COMPASS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 POST OAK BLVD 19TH FLOOR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $108,006 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,245,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,330,333 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,716,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,716,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,495,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $724,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $724,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,372 | TotalTaxAmt |
| Distributable Before Adj | $720,415 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $720,415 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $720,415 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $730,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $730,380 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $730,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $720,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,116 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $32,212 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $55,328 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $730,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $720,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,965 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,293 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,116 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,212 | ExcessFromYear2Amt |
| Excess From Current Year | $9,965 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BBVA COMPASS BANK TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 POST OAK BLVD FLOOR 18 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7138315691 | RecipientPhoneNum |
| Recipient Email Address | D.D.HACHAR@ATT.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | INFORMATION AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | INFORMATION AVAILABLE UPON REQUEST | SubmissionDeadlinesTxt |
| Restrictions On Awards | INFORMATION AVAILABLE UPON REQUEST | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF LAREDO | |||||
| 500 MOCTEZUMA | LAREDO | TX | 78040 | INSPIRE AND ENABLE ALL YOUNG PEOPLE | $75,000 |
| CHILDREN'S ADVOCACY CENTER OF LAREDO | |||||
| 111 N MERIDA | LAREDO | TX | 78043 | PROVIDE COUNSELING TO VICTIMS OF ABUSE | $50,000 |
| JUNIOR ACHIEVEMENT OF LAREDO | |||||
| 313 WEST VILLAGE BLVD STE 111 | LAREDO | TX | 78041 | PROGRAM EXPENSES | $10,000 |
| LAREDO CHILDREN'S MUSEUM | |||||
| 5300 SAN DARIO SUITE 510 | LAREDO | TX | 78041 | EDUCATIONAL PROGRAM | $11,198 |
| LAREDO COMMUNITY COLLEGE | |||||
| WEST END WASHINGTON ST | LAREDO | TX | 78040 | HACHAR HONORS PROGRAM | $100,000 |
| LAREDO MAIN STREET | |||||
| PO BOX 634 | LAREDO | TX | 78042 | PRESERVE DOWNTOWN HERITAGE | $35,000 |
| MAKE-A-WISH CENTRAL AND SOUTH TEXAS | |||||
| 1931 NW MILITARY HWY SUITE 210 | SAN ANTONIO | TX | 78213 | CHARITABLE GIFTS TO NEEDY RESIDENTS | $5,000 |
| RIO GRANDE INTERNATIONAL STUDY CENTER | |||||
| 1 WEST END WASHINGTON ST | LAREDO | TX | 78040 | PRESERVE AND PROTECT THE RIO GRANDE - RIO BRAVO | $10,000 |
| RUTHE B COWL REHABILITATION CENTER | |||||
| 1220 N MALINCHE AVE | LAREDO | TX | 78403 | PATIENT EDUCATION PROGRAM | $50,000 |
| SCHOLARSHIPS (DETAIL AVAILABLE UPON REQUEST) | |||||
| PO BOX 1399 | LAREDO | TX | 78045 | SCHOLARSHIPS | $48,000 |
| TEXAS A&M INTERNATIONAL UNIVERSITY | |||||
| 5201 UNIVERSITY BLVD | LAREDO | TX | 78041 | HACHAR HONORS PROGRAM | $200,000 |
| UNIVERSITY OF INCARNATE WORD | |||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | EDUCATIONAL PROGRAM | $49,000 |
| SOUTH TEXAS FOOD BANK | |||||
| 2121 JEFFERSON ST | LAREDO | TX | 78041 | PROVIDE FOOD TO NEEDY RESIDENTS | $15,000 |
| LAREDO REGIONAL FOOD BANK | |||||
| 2802 ANNA AVE | LAREDO | TX | 78040 | PROVIDE FOOD TO NEEDY RESIDENTS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $673,198 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,495 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,076 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$4,213 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $182,169 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $403,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $403,645 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDE FUNDS FOR EXEMPT PURPORSES |
| 4 | PROVIDE FUNDS FOR EXEMPT PURPORSES |
| 5 | PROVIDE FUNDS FOR EXEMPT PURPORSES |
| 7 | PROVIDE FUNDS FOR EXEMPT PURPORSES |
| 8 | PROVIDE FUNDS FOR EXEMPT PURPORSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,358 | Amt |
| Net Investment Income | $3,179 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,179 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,465,459 | EOYBookValueAmt |
| EOYFMV | $1,531,849 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,107,769 | EOYBookValueAmt |
| EOYFMV | $1,540,433 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,076,330 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,136,848 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,875 | LegalFeesAmt |
| Net Investment Income | $16,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MINERAL INTEREST | $1,131,648 | $1,131,648 | $1,512,609 |
| WATER RIGHTS | $1 | $1 | $2,250,000 |
| DDHCT, LLC | $877,306 | $877,306 | $6,567,725 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OIL AND GAS MANAGEMENT FEES | $7,157 | $7,157 | $0 |
| INVESTMENT MANAGEMENT FEES | $1,708 | $1,708 | $0 |
| OTHER EXPENSES | $45 | $45 | $0 |
| INSURANCE | $1,354 | $1,354 | $0 |
| UTILITIES | $1,737 | $1,737 | $0 |
| REPAIRS | $7,000 | $7,000 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $82,169 | $82,169 | $82,169 |
| OPTION FEE | $100,000 | $100,000 | $100,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENT - NO TAX EFFECT | Desc |
| Amt | $3,175 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EARNET MONEY - HACHAR RANCH | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $100,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $586 | Amt |
| Net Investment Income | $586 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM TAXES | $2,000 | $2,000 | $0 |
| FOREIGN TAXES | $427 | $427 | $0 |
| FEDERAL INCOME TAX | $3,720 | $3,720 | $0 |
| REAL ESTATE TAX | $3,299 | $3,299 | $0 |